1. John Restrepo

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    San Juan Capistrano, CA

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    John Restrepo

    4.3 (6 reviews)
    Open • 9:00 am - 5:00 pm

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    Auxiliary legal services

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    Martensen Tax & Financial

    Martensen Tax & Financial

    (38 reviews)

    Will and Andrea are responsive and available and work hard with excellent turn around times. It is…read moresimply an easy and painless process with great results, but only if you make sure to give them everything. A question that could have easily been asked given my corporate job and tenure was: 'do you have any restricted stock units'. This ended up being one reason that I had to owe back taxes. When I expressed the bummer to Will, he simply said 'your documents were filed correctly and here is how it is correct' when I told him I don't expect to fix it, it's just a bummer and the only help he could provide was to acknowledge that, he responded the same way, with no empathy for this huge bill I am looking at. Will and Andrea are excellent if you plan to be your best advocate, and want fast turnarounds with great results, but only if you make sure to give them everything.

    I have been a client of Martensen Tax for several years. Every year, Will and Andrea make the…read moreprocess of doing taxes quick and easy. They contact you at the beginning of the year to make sure you don't forget you need an appointment, and then they stay with you, making sure that you do not file late. Andrea is great about reminding us that we need to send in our documents and making appointments. Will has our taxes ready before our meeting and is diligent about finding deductions that we may not have thought of. I enjoy working with them because they take the stress out of doing taxes.

    Prescott Tax & Wealth Management - Prescott Tax and Wealth Management Team - 2025

    Prescott Tax & Wealth Management

    (33 reviews)

    I've worked with Peter and Grant Prescott, Nicole Chung, and the entire team at Prescott Tax and…read moreWealth Management for several years, and I've been consistently impressed with their professionalism, expertise, and personal approach to such an important part of our lives. They handled both my personal and business taxes and over the years have dramatically improved the filing process, keeping it straightforward and organized. They do an excellent job of communicating what's needed, keeping everything on track, and making tax season as stress free as it can be. I have found their fees very reasonable and I've always been happy with how my returns are handled. Beyond taxes, Grant has done an outstanding job managing my investment and retirement portfolios. His advice has always been thoughtful, practical, and oriented to my stage of life and career. I genuinely feel that the recommendations he provides are made with my best interests in mind, and I've been very pleased with the growth and performance of my accounts as well. It's always a pleasure to catch up with Peter and Grant when tax season rolls around. They're knowledgeable, approachable, and genuinely care about their clients. I recommend Prescott Tax and Wealth Management to anyone looking for a trustworthy team to handle tax preparation, financial planning, and long term wealth management.

    For years we had our IRA's with Morgan Stanley out of Chicago since the company I worked for was…read morebased in that area and about a year ago we finally switched everything to Prescott Tax & Wealth Management. They have done a great job with all aspects of our account considering we are both 75, retired for over ten years and are very conservative with our investments. Peter Prescott has done our annual taxes for over ten years his team is great and we are very pleased with what he's done from the time we moved back to Southern California in 2012. I would recommend to anyone needing someone to manage their wealth in retirement or before to seriously consider Prescott Tax & Wealth Management. The value has been excellent!

    San Juan Financial

    San Juan Financial

    (11 reviews)

    Kim was extremely rude throughout the call…read more I was calling, based on a referral from a trusted colleague, to gather information on my options regarding my property situation. Whether I am a client or not, I should not receive comments that are short and feel derogatory. Kim needs to learn to be more patient because your potential clients may not have a CPA or familiarity with tax law.

    Kim was incredible! After working with our CPA for years we ran into an issue with a business name…read morechange which left us with a potential withholding from IRS of 10s of thousands of $. Our CPA couldn't figure out what the problem was. We engaged Kim's services hoping that she could figure this out. She was able to drill down on details that had been over looked and correct then with the IRS. She quite frankly kept our business going by figuring this out and saved our business from huge penalties. After this we moved all of our tax preparation & annual planning over to her both personal& business. Where she again caught a huge error on our personal property taxes made by our county...and we live in Texas! She also met with our financial planner and had him check into a few options for retirement for us not previously done...to which he came back and said she was correct and we made changes there as well which is setting us up more adequately for the future. She is amazing, thorough, direct & to the point. I appreciate how straightforward she is, I simply don't have time for long discussions and she keeps things thorough but brief. I saw a prior post about her not answering many questions for a potential client, honestly her time is $ and she's worth every penny and then some. It makes perfect sense to not hand out free tax input when it's your business. My advice is engaged her services and be patient, you will thank yourself in the end as we are now!

    Mission Wrap & Mail

    Mission Wrap & Mail

    (23 reviews)

    I have used Mission Wrap and Mail for years, and I can't recommend Tino highly enough!…read moreI first started working with him when I was with a small business that shipped mail orders. Tino was always honest, fairly priced, incredibly knowledgeable, and genuinely helpful. Over the years, I've also relied on him for notary services. Most recently, I entrusted Tino with shipping a very large and valuable piece of art across the country. He took care of everything--from arranging the specialized packing and packaging to coordinating the shipping and delivery. The entire process was seamless, and the artwork arrived in perfect condition. It's such a relief to know you can hand something important over to someone you trust completely. I'm so grateful for Tino and all the help he has provided over the years. If you need shipping, packing, mailing, or notary services, I highly recommend Mission Wrap and Mail!

    Short Story: YES! GO HERE!!! OWNER IS AN EVERYDAY HERO. Long Story: While traveling through the…read morearea last weekend I had true emergency need for a notary and overnight mail. I went to not one but TWO nearby competitors who could NOT help me... and then, Mission Wrap & Mail to the rescue! Friendly, Helpful, Professional, Fair Price, Open Saturday... and above all... there when I needed them. I am thrilled to report my emergency need was met and problem was solved AS A DIRECT RESULT of having found Mission Wrap & Mail... had I not found this place and this solution, my deadline would have missed and I and my family might have suffered a significant hurt as a result.

    John Restrepo - legalservices - Updated October 2026

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